NEWSWORTHY

By all accounts, 2016 has been an extraordinary year for Silicon Valley. Not only have the technology behemoths mustered a growing influence on Capitol Hill, their sheer market capitalization also testifies to one undeniable fact: They are the ones who change the world.

Biotechnology has long been a favorite topic among newsletter advisors and Gilead Sciences has long been a favorite stock within the sector. Recent developments—including a large acquisition—have sparked increased interest in the stock, including commentary from these five MoneyShow.comread »

In the business intelligence (BI) world, more and more companies are talking about machine learning (ML) being leveraged in their software. However, try to talk to them about it and there is silence. Infrastructure vendors, IBM, NVIDIA, Intel, Oracle (remember, that’s where Sun went), Qualcomm and more are talking up their chips read »

Every year pundits, analysts, bloviators, and anyone with a voice make outlandish predictions for the coming year. Most do not come true, but it is nice to be the guy that got it right, even if it was a small prediction. In keeping with this tradition, I submit my 2018 predictions for the Internet of Things (IoT), Autonomous Vehicles (AV), and read »

I previously warned against setting expectations and valuations too high with VR. While 2016 was the year that many of those sky-high expectations crashed and burned, 2017 saw things beginning to turn around. Here’s my take on the progress made in the industry this past year.

Today, Intel announced it will be expanding its portfolio of Wi-Fi chips with 802.11AX chipsets for 2×2 and 4×4 home routers, and gateways for cable, DSL, fiber, and other consumer retail devices. Heralded as the next generation of Wi-Fi, 802.11AX promises to replace the current Wi-Fi networks that we use today. The importance of the new read »

2017 was an exciting year for fans and adopters of AI. As we enter 2018, I wanted to take a look at what lies ahead. One thing is certain: we’ve barely just begun on this journey and there will be great successes and monumental failures in the year to come. Before I dive into the dangerous waters of predictions, it might be helpful to set the read »

In response to the tremendous growth occurring in connected devices within the home, Intel announced today a comprehensive 5-point strategy focused on bringing more intelligence to the home, along with other new advanced capabilities. This new strategy is great in that it accentuates a partnership element and is read »

Starving in the midst of plenty, some stocks got roughed up in the fourth quarter even as the market rose.

Four of these stocks — CVS, Gilead Sciences, Owens & Minor and Argan — are on my “casualty list.” It’s a roster I compile quarterly, containing stocks that have been wounded and that I think will read »

Google just announced significant enhancements to its machine learning services (MLaaS), attempting to close the significant competitive gap that Microsoft has enjoyed, in my opinion, for the last year or so. Not to be left out, Amazon.com AWS announced the company’s own new MLaaS tools and services at AWS Re:Invent last November, trying to read »

I spent the last few months running around the world with arguably the three most popular phones in the world: the Apple iPhone X, the Google Pixel 2 XL, and the Samsung Note8. I have spent considerable time with all three phones, using each of them as daily drivers at one point or another, and I have come away with some valuable insights that I read »

As expected, last week’s CES was an expansive affair, with 3,900 exhibitors presenting interesting (and more than a few head-scratching) products and solutions across 240,000 square feet of floor space at the Las Vegas Convention and World Trade Center. More than 184,000 attendees visited this year’s show (a CES record), and while a several hour read »

There was a plethora of major announcements at CES 2018, but in the frenzy of things, many may have overlooked two very attractive laptops: the Dell XPS 15 and the Spectre x360 15. The reason why Dell and HP’s new 15” laptops are such a big deal is that they’ve successfully taken the chip-level technological innovations that came out of the read »